Back to HTO
Abacus Wealth Partners, LLC → HTO
Abacus Wealth Partners, LLC HTO Position History
H2O America • Industrials
Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $521K |
| Q1 2026 | $810K |
| Q2 2026 | $710K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 20.0K | — | — |
| Q2 2026 | $710K | 11.7K | — | — |
| Q1 2026 | $810K | 13.8K | — | — |
| Q4 2025 | $521K | 10.6K | — | — |
Other funds holding HTO
$251.3M
$215.7M
$142.4M
$134.5M
$120.4M
$117.3M
$117M